DUK icon

Duke Energy
DUK

Overview Fund Activity

1,148 hedge funds and large institutions have $31.3B invested in Duke Energy in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 471 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-13
Holders Change %
-1.12%
% of All Funds
30.68%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
68
Increased
471
Reduced
400
Closed
66
Calls
$243M
Puts
$187M
Net Calls
+$55.8M
Net Calls Change
-$49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
2
Barclays
Barclays
United Kingdom
+$293M
3
ZP
Zimmer Partners
New York
+$79.6M
4
O
OppenheimerFunds
New York
+$68.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$59.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$392M
2
CBOA
Commonwealth Bank of Australia
Australia
-$273M
3
Capital World Investors
Capital World Investors
California
-$170M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
5
Capital International Investors
Capital International Investors
California
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
501
Capital Fund Management (CFM)
France
$1.84M +$1.84M +22,991 New
PP
502
Pegasus Partners
Wisconsin
$1.84M -$344K -4,297 -16%
SCA
503
Snowden Capital Advisors
New York
$1.8M +$153K +1,909 +9%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.78M -$442K -5,522 -20%
ONB
505
Old National Bancorp
Indiana
$1.76M +$92.2K +1,152 +6%
SCM
506
Schnieders Capital Management
California
$1.73M -$6.88K -86 -0.4%
LTI
507
Laffer Tengler Investments
Tennessee
$1.7M – – –
LCM
508
Logan Capital Management
Pennsylvania
$1.69M – – –
FAB
509
First American Bank
Illinois
$1.69M +$200K +2,497 +13%
FCCM
510
First City Capital Management
Georgia
$1.68M -$12.6K -158 -0.7%
TCOT
511
Trust Company of Toledo
Ohio
$1.68M -$14.6K -183 -0.9%
WI
512
WrapManager Inc
California
$1.68M +$19.1K +238 +1%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$1.67M +$66.5K +831 +4%
PCM
514
Parsons Capital Management
Rhode Island
$1.65M +$70.7K +884 +4%
CA
515
Cullinan Associates
Kentucky
$1.65M +$1.65M +20,600 New
HPC
516
HM Payson & Co
Maine
$1.65M -$48.9K -611 -3%
HPBT
517
High Point Bank & Trust
North Carolina
$1.64M +$5.84K +73 +0.4%
PFS
518
Physicians Financial Services
North Carolina
$1.64M +$20.4K +255 +1%
CCM
519
Covington Capital Management
California
$1.64M – – –
IAA
520
Ironsides Asset Advisors
North Carolina
$1.64M +$47.1K +589 +3%
SIC
521
Sigma Investment Counselors
Michigan
$1.63M -$34.8K -435 -2%
SNT
522
Security National Trust
West Virginia
$1.62M +$99.5K +1,243 +7%
FPFS
523
First Personal Financial Services
North Carolina
$1.62M +$95K +1,187 +6%
ECM
524
Exchange Capital Management
Michigan
$1.62M +$16.1K +201 +1%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$1.6M -$12.6K -158 -0.8%
19 20
21
22 23